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Commodity to Equity
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Commodity to Equity

Oil Macro Framework: How to Translate Oil Prices Into E&P Per-Share Value
A practical framework for moving from WTI and Brent to realized pricing, sustainable free cash flow, net debt and fully diluted equity value
Jul 22 • EnergyAlphaCo Research
The U.S. Gas Setup: Why LNG, Power Demand and Storage Matter for Equity Investors
The demand outlook is strengthening, but gas-equity returns will depend on whether supply growth can keep pace—and which companies actually convert…
Jul 18 • EnergyAlphaCo Research
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